> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ontimebookings.com.au/llms.txt
> Use this file to discover all available pages before exploring further.

# Take bookings

> The calendar is where your day happens — book customers in, move them, take payment, and keep track of what's been done.

Everything to do with a customer's appointment happens on one screen: **Booking Management**.

You'll find it in the left-hand menu of the admin portal. It's the busiest screen in the platform and the one you'll have open most of the day.

## The three pieces

Once you understand these, the rest follows.

<Steps>
  <Step title="The calendar">
    Your staff's days, side by side. Every booking, every blocked-out hour, and every appointment synced in from Google or Outlook.
  </Step>

  <Step title="The panel that slides out">
    Click a booking and a panel opens on the right with everything about it, and the buttons to act on it. Drag an empty slot and the same space becomes a form for a new booking.
  </Step>

  <Step title="The link between them">
    The calendar and the panel talk to each other. Pick a slot on the calendar and the form fills in the time. Change the time in the form and the calendar highlight moves to match — jumping to another week if it needs to.
  </Step>
</Steps>

That last one is the thing most people miss. You never have to choose between the calendar and the form. Work in whichever is easier for the step you're on.

## What you can do here

<Columns cols={2}>
  <Card title="The calendar" icon="calendar-days" href="/take-bookings/calendar">
    Views, filters, colours, and what the green, amber, and red mean while you drag.
  </Card>

  <Card title="Create a booking" icon="plus" href="/take-bookings/create-a-booking">
    Book a customer in, on a voucher they already hold or as a new sale.
  </Card>

  <Card title="Warnings and overrides" icon="triangle-exclamation" href="/take-bookings/warnings">
    What each warning means, when to push past it, and when not to.
  </Card>

  <Card title="Taking payment" icon="credit-card" href="/take-bookings/payment">
    Card, cash, PayID, bank transfer, and invoicing it for later.
  </Card>

  <Card title="Manage a booking" icon="clipboard-list" href="/take-bookings/manage-a-booking">
    The booking panel — what's on it and what each button does.
  </Card>

  <Card title="Reschedule and edit" icon="arrows-rotate" href="/take-bookings/reschedule">
    Drag it to a new time, or open it up and change more than the time.
  </Card>

  <Card title="Cancel, no-show, complete" icon="circle-check" href="/take-bookings/cancel-and-no-show">
    The three ways a booking ends — and the money difference between them.
  </Card>

  <Card title="Block out time" icon="ban" href="/take-bookings/unavailability">
    Mark a provider unavailable so nothing can be booked over it.
  </Card>
</Columns>

## The two most important things to know

<AccordionGroup>
  <Accordion title="Cancel and no-show are not the same, and the difference is money">
    **Cancel** gives the customer their credit back — they can rebook or you can refund them. **No-show** treats the session as used and returns nothing.

    Pick the wrong one and you've either given away a session or charged for one the customer thinks they still have. See [Cancel, no-show, and complete](/take-bookings/cancel-and-no-show).
  </Accordion>

  <Accordion title="Warnings don't stop you — that's on purpose">
    When you book outside a provider's normal hours, or outside the area they cover, you get a warning rather than a locked door. You know your business; the platform doesn't argue.

    But read them. Each one is telling you something specific about whether the booking will actually work. See [Warnings and overrides](/take-bookings/warnings).
  </Accordion>
</AccordionGroup>
